Incoming call → booked job
A customer calls about a broken dishwasher. Sarah checks the brand, quotes the service call fee, takes the details and books the visit.
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AI receptionist for Financial Advisors · 24/7
AI Receptionist for Financial Advisors Sarah 24/7 — answers every call and books the job
A referral called your office at 6 PM. Who answered? Sarah answers every inquiry, captures what the prospect is looking for — retirement planning, a rollover, a second opinion — and books the discovery meeting on your calendar. Built for advisory practices where every relationship starts with a conversation.
Sarah calls you back live — hear her before you pay a dollar
From $350/month + 15¢/min usage · Cancel anytime
The calls you’re losing
Financial Advisors: the phone problem
Referrals don’t leave voicemails
A referral is warm exactly once. If they reach voicemail on the first try, many quietly call the next name they were given — and you never even learn the call happened.
Meetings interrupt the phone
You’re in client reviews most of the day, which is exactly when new prospects call. Sarah covers the line so a full calendar stops costing you the next client.
Unqualified inquiries waste discovery slots
Not every caller fits your minimums or your model. Sarah asks the qualifying questions you set — goals, timeline, what prompted the call — so discovery meetings go to genuine fits.
Three real calls · nothing staged
Hear Sarah on the phone
Real recorded conversations with US customers — the word-by-word transcript of each one is on the home page. Names, numbers and the client's business name are beeped out — everything else is exactly as it happened.
Qualifying the job on the call
A rental property with a leaking fridge. Sarah works out what is actually happening before anyone is dispatched.
An honest answer, not a sales pitch
The caller wants a part, not a technician. Sarah checks, says plainly that we do not sell parts, and offers what she can.
On the phone
Financial Advisors: a real call, handled
This is the shape of the conversation — triage first, details second, booking before the caller can dial a competitor. And it’s not a mockup: real recorded calls are right on this page.
- Answers every inquiry, 24/7
- Captures goals, timeline, and referral source
- Asks the qualifying questions you define
- Books discovery meetings to your calendar
- Texts back every missed caller
- Follows up on quiet prospects
CallerHi, my coworker Dana said I should talk to someone at your office. I just changed jobs and I have an old 401(k) I don’t know what to do with.
SarahDana sent you to the right place. I can’t offer financial advice myself, but I can set you up with an advisor who can walk through your options. Is retirement the main focus, or are there other goals too?
CallerMostly the 401(k), but honestly we’ve never had a real plan for anything.
SarahThat’s exactly what a discovery meeting is for. The advisor has Thursday at 2 PM or Friday morning open — which works better for you?
Integrations
Plays nicely with the tools you already run
No rip-and-replace. Sarah books into your calendar and writes into your CRM from day one.
Pricing
Every feature. From $350 a month + 15¢ a minute.
No setup feeNo contractsCancel anytime
Good to know
AI answering service for financial advisors: how it works
An AI receptionist is software that answers your business phone with a natural, human-sounding voice — instantly, on every call, at any hour. Sarah answers every inquiry, captures what the prospect is looking for — retirement planning, a rollover, a second opinion — and books the discovery meeting on your calendar. Built for advisory practices where every relationship starts with a conversation.
Unlike a traditional answering service that takes a message for you to chase later, Sarah completes the job on the call: she handles answers every inquiry, 24/7, captures goals, timeline, and referral source, and books the appointment straight into your calendar or field-service software. Every conversation is recorded, transcribed and summarized, so your team starts the day with booked work — not a voicemail queue. Plans start at $350 per month plus usage from 15¢ per minute of conversation, with white-glove setup included and no long-term contracts.
FAQ
Financial Advisors questions
Does Sarah give financial advice?+–
No — never. Sarah doesn’t discuss investments, products, or recommendations of any kind. She handles the conversation around the advice — who’s calling, what they want to accomplish, when they can meet — and books the consultation. Everything advisory stays with you.
Can she qualify prospects for fit?+–
Yes, using your criteria. You decide what makes a good-fit prospect — goals, situation, urgency — and Sarah asks those questions conversationally. You see the answers in a summary before the meeting, and callers who aren’t a fit are handled politely.
Where do booked meetings go?+–
Onto your calendar (e.g. Google Calendar) or into your CRM, with a summary attached — who referred them, what they’re looking to accomplish, and anything else you asked Sarah to collect. You start every meeting already informed.
What happens after hours?+–
Sarah answers exactly the same at 9 PM as at 9 AM: she takes the inquiry, qualifies it, and books the next available meeting. People researching advisors at night reach a real conversation instead of a voicemail greeting.
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Also built for
More on how Sarah works: the AI receptionist · AI answering service · AI receptionist for small business · pricing.
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Put Sarah on your phones
Leave your number — the callback demo will already speak your industry.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime